Integration
Salesforce
Automatically sync mandatory fields filled by SDRs on Salesforce

Automatically sync mandatory fields filled by SDRs on Salesforce

With RevenueHero’s Relays, SDRs spend less time scheduling meetings (just a few seconds, really!), allowing them to gather additional prospect information that is automatically synced to Salesforce.

This can be done in a few simple steps:

1. Create a form in RevenueHero to capture the necessary prospect information.

2. When an SDR schedules a meeting, they are prompted to fill out the form with key prospect information required for the meeting.

3. Once the form is submitted, the SDR sees the right AEs availability, and the prospect details are automatically synced to Salesforce.

Dive into how to create the prospect forms for your SDRs here.

Who can use this feature?
See RevenueHero in action!

No SDR qualification or BANT interrogation. Just a live demo of the product, tailor-made to your business.

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